Knowledge Base Activity of the Month |
| Note: Many Budget Construction (BC*) activities in the Knowledge Base will be updated in accordance with the new FY 2020-21 Budget Construction Guidelines. The policies referenced in the CATS Knowledge Base are issued under the authority of various University Administration and Campus offices and do not necessarily reflect policies that are issued and approved by IUB campus administration. Contact Us for questions. |
Spotlight - March 2020
Spotlight
·Volume 8··Issue 3··March 2020·THE SPOTLIGHT PUBLICATION SERVES TO EDUCATE, TO INFORM, TO PROVIDE RESOURCES, AND EMPOWER INDIANA UNIVERSITY BLOOMINGTON EMPLOYEES.
Fiscal Checklist & Deadlines
Human Resources E-Doc and Payroll Adjustment Voucher Deadlines |
| View the deadlines here for temporary and staff related eDocs and staff separation paper adjustment vouchers. Send an email to hredocs@iu.edu if you have any questions. back to top |
Campus Holiday – Biweekly and Biweekly Professional Staff |
| The Campus Holiday is available to use on or after March 1st for staff employees. For 2020, March 1st is in the second week of the pay period and the holiday will be automatically accrued and loaded to the BW1/BWP payroll vouchers on Thursday, 3/12/2020. Below is general information and instructions for BW1/BWP employees:
When employees use hours in their holiday bank at a later date, they should indicate HTK (holiday taken) on their timesheet. This code will reduce the holiday bank. Employees are permitted to use the Campus Holiday in the same pay period it is accrued. There will be a WARNING on the timesheet during approval routing. This is only a warning and it will pay correctly. → Manual entry of the HAC code on the timesheet or directly on the payroll voucher is no longer necessary. When approving the BW1/BWP payroll vouchers on Thursday, 3/12/2020, please ensure the correct amount of HAC is populated for each eligible employee. If you have questions, please contact your FMS Payroll Processor. back to top |
Office of Student Financial Assistance (OSFA) - Important Dates and Deadlines | |||||||||
Upcoming Training
OSFA is happy to offer personalized training based on your department’s needs. Please contact the office at deptsch@indiana.edu if you are interested or with any inquiry. Spring IUIE Departmental Authorization Failure Report Please be sure to run the IUIE Authorization Failure Report for the Fall 2019 semester if you are posting new awards or making changes to existing awards. For instructions on running this report, please contact our office at deptsch@indiana.edu. NOTE: For information on how to pay a student, please check out the Student Payment Guidelines Decision Tree. back to top |
Spring 2020 Rate Setting Deadline and Workshop Schedule |
| This is a reminder the submission deadline for FY21 Rate Setting Templates is April 15, 2020. If your rate expires on June 30, 2020 or is changing for any reason (including, but not limited to annual salary increases), a resubmission including the template and supporting documentation is required. For your convenience, the required rate template and instructions are posted at the following location: https://fms.iu.edu/cost/rate-template-instructions/ To better prepare for the upcoming submission deadline, Recharge Accounting has scheduled rate setting workshops for one-on-one help in completing the template or answering questions. The current schedule is as follows: IUB Campus Tuesday, March 24th Friday, April 10th IUPUI Campus Thursday, March 26th Tuesday, April 7th If you are attending a workshop, please have the rate template completed, all the required reports run and some supporting data for your rates before you arrive for your appointment. Please contact us at AuxAcct@iu.edu if you have any questions regarding the rate submission process or would like to schedule to attend rate workshop. back to top |
IU Foundation Scholarship Reimbursements for the 2019-2020 AY | ||||||||||||||||||||||||
| Announcements The IU Foundation would like to encourage you to start submitting your Scholarship and Award Reimbursement edocs for 2019-2020 in order to prevent a massive influx in May and June. To guarantee edoc approval by FYE, all Fall/Spring edocs must be submitted early enough to be routed through unit approvals and in IUF’s action list no later than April 15, 2020 with documentation to show donor intent compliance attached to the notes section. To guarantee edoc approval by FYE, all Summer edocs and Fellowship Health Fee edocs must be submitted early enough to be routed through unit approvals and in IUF’s action list no later than June 15, 2020 with documentation to show donor intent compliance attached to the notes section. Training IUF Compliance and Disbursement Services Edocs Training sessions (includes all IUF edocs) are available via Zoom on the following dates. Please email iufacct@indiana.edu with the date you would like to attend. You can also check ETA Web Notices periodically to see if additional dates are added.
Tips
IMPORTANT DATES FOR SPRING 2020 (4202)
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Tax Tidbit
University Tax Services - US Taxes and Form 8843 |
| University Tax Services suggests that you disseminate this information from the Office of Student Services to your units as a reminder: US Taxes are due April 15 Many international scholars, workers, and students have to file a tax report (called a tax return) with the federal government each year. It is important to understand what you must do to protect your immigration status. Even if you didn't have any income most international students and scholars need to file Form 8843 to comply with immigration laws. These meetings can last from 15 minutes to one hour, depending on your request. back to top |
Training
CATS Sessions |
| CATS Sessions are intended to provide information to help, inform, and assist you as an important member of your respective unit’s fiscal and administrative team. |
| Next CATS Session: Tuesday, March 24 Whittenberger, IMU 1:30 pm - 3:30 pm (time may vary) Agenda to be announced by email. back to top |
Purchasing - Buy.IU |
| BUY.IU is IU’s procurement system. The following classes are available to IU faculty and staff. These trainings offer an opportunity to learn core skills related to using BUY.IU appropriately and effectively. We encourage you to attend as many as you like, as many times as you like. |
| No classes being offered currently. Subscribe to the BUY.IU news list. View current BUY.IU NEWSLETTER Questions, please send an email to fmstrain@indiana.edu. back to top |
KFS Financials |
| Attendees must have both IUIE and KFS and access to participate in this training. There may be pre-requisites. Questions? Contact FMS Training. |
Classes being offered:
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Payroll |
| FMS provides training related to payroll in HRMS, the Human Resource Management System. Training is required for NEW departmental payroll processors on the Bloomington and Indianapolis campuses. |
| Click here to begin tutorials and access training videos for NEW payroll processors: Payroll Essentials HRMS Data Use Tutorial FERPA Tutorial Training Videos System Access back to top |
University Tax Services |
| University Tax Services offer ongoing training. |
| Please contact taxpayer@iu.edu to set-up a time for Tax to meet with your group. These meetings can last from 15 minutes to one hour; depending on your request. For additional information on Tax Training, please contact taxpayer@indiana.edu. back to top |
University Finance Fundamentals (UFF) |
| University Finance Fundamentals (UFF) is a ten-month a la carte training series designed for all employees with accounting and finance responsibilities – including support staff. |
Training being offered:
Register here. back to top |
Office of the Treasurer |
| All full time employees involved in revenue processing or with access to University banking/payment card systems must attend a Face to Face Revenue Training every two years. See Treasury Operations Training page for other useful information. |
| Face to Face Revenue Processing Training Full time staff that handle, process, reconcile revenue and/or have access to banking systems (or supervise those that do), as well as all fiscal officers that oversee the handling of money, are required to attend Face to Face Revenue Processing training every 2 years. Please refer to policy Processing Revenue, FIN-TRE-120 for details. Any staff member can attend any training session listed on the training schedule, even if at another campus. For those at the new Fort Wayne campus, please sign up and attend a session at IU Kokomo, IU South Bend or any other campus that works for you. Full-Time Employees: Attendance at a face to face training session is mandatory every two years. Part-Time and Student Hourly Employees: They are encouraged to attend a Face to Face Revenue Processing training session, but may meet the training requirement by taking and passing the Revenue Processing Tutorial every two years.We hope to see you at the next training! To see whether or not you need training, the Revenue Training Log can be accessed here. For questions and/or future training dates please contact Melissa Hartley or call 812-855-2930. back to top |
Travel - Chrome River Basics Webinar |
| This webinar recording provides an overview of Chrome River, IU's expense management system, Procurement Card, also known as P-Card, reconciliation, and reconciling travel expenses. |
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Fee Remission Third Party Contracts (TPC) in SIS |
| Third Party Contracts (TPC) allow organizations, agencies and internal IU departments to apply credits to student accounts to pay specific costs for students. TPC training is offered online. Contact SIS for questions. |
| On the here you will learn how to: - locate the IU Department TPC Request page - link a student to a Third Party Contract - increase or decrease an award - cancel a student from a Third Party Contract back to top |
Family Educational Rights and Privacy Act (FERPA) |
| FERPA is a federal law designed to protect the privacy of education records. |
| Take the Staff and Faculty FERPA tutorial here. Questions? Contact the Office of the Registrar at registrar@indiana.edu / 812-855-9349. back to top |
IU Foundation Compliance and Disbursement Services eDocs Training |
| IUF Compliance and Disbursement Services Edocs Training sessions (includes all IUF edocs) |
IUF Compliance and Disbursement Services Edocs Training sessions (includes all IUF edocs) are available via Zoom on the following dates:
Please email iufacct@indiana.edu with the date you would like to attend. You can also check ETA Web Notices periodically to see if additional dates are added. back to top |
Research Administrator Team (RAT) |
| The Research Administrator Team (RAT) holds quarterly gatherings of staff and departmental administrators and fiscal officers where topics of interest to the IU research administration community are discussed. |
| Here are the dates for RAT meetings: April: IUB - Wednesday, April 15 from 1:30 - 3:00 pm, Indiana Memorial Union, Dogwood Room IUPUI - Thursday, April 16 from 1:30 - 3:00 pm, Riley Outpatient Center, Ruth Lilly Auditorium Contact Susan Whitt for questions at scwhitt@iu.edu. back to top |
Bloomington Organizational Development Classes |
| Training and Organization Development provides consultation and professional coaching to IU campuses across the state. They also provide learning opportunities through seminars and workshops. Contact Wendy Cornwell or call 855-9674. |
| Current training programs: HR Training Portal (view, register, or cancel classes) Legal Compliance Series for Supervisors And much more. back to top |
Upcoming Spotlight Issue
| Our next Spotlight issue is coming next month and will include current sections and much more. Would you like to receive this publication? Please Join our Listserve and spread the word. |
Spotlight Contributors Rayna Amerine Wendy Dion Melissa Hartley Emily Imhausen Amy Pfaff Jennifer Reeves Cassandra Rosenburgh Editor: Nancy Y. Vázquez-Soto Contact Information: Aimee Heeter Patti Quimby back to top |
Disclaimer: Please note that any information and commensurate dates that appear in this publication are only current as of the date of publication and may change over time. Hence, please contact the responsible unit or contact person to be informed of the current status for a specific item.